Jeffrey Rusin
Step-by-Step Guide to Connecting Redtail CRM with Zapier for Financial Advisory Firms and RIAs
Learn how to connect Redtail CRM with Zapier to automate tasks and scale your RIA efficiently. Step-by-step guide included!
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Jeffrey Rusin
Nov 114 min read
How RIAs Use GReminders to Automate Their Service Model and Eliminate Common Scheduling Problems
Connect GReminders to Zapier with webhooks to automate your RIA, save hours, and optimize Wealthbox or Redtail workflows efficiently.
Jeffrey Rusin
Oct 284 min read
How to Add Users to Wealthbox CRM and Edit Their Permissions: A Complete Guide
Learn how to add users to Wealthbox CRM and manage their permissions with this detailed guide.
Jeffrey Rusin
Oct 275 min read
How to Add Users to Redtail CRM and Edit Their Permissions
Step-by-step guide on how to add users in Redtail CRM, assign roles, and set permissions to streamline operations and protect client data.
Jeffrey Rusin
Oct 242 min read
Optimizing Wealthbox CRM with Custom Contact Types and Status Fields
Optimize Wealthbox CRM with custom contact types and status fields to improve tracking, streamline operations, and enhance relationships.
Jeffrey Rusin
Oct 244 min read
GReminders vs. Calendly For RIAs
GReminders vs. Calendly: For RIAs using Wealthbox or Redtail, GReminders is the no-brainer with seamless CRM integration and automation.
Jeffrey Rusin
Jul 27, 20232 min read
5 Pitfalls Financial Advisors Are Falling Into
Financial advisors, like professionals in any industry, may face challenges when it comes to marketing, technology, and operations. Here are
Jeffrey Rusin
Jul 1, 20233 min read
Email Marketing for Financial Advisors: Keap is a Vital Addition to Your Redtail/Wealthbox CRMs
financial advisors should consider incorporating Keap into their CRM toolkit.
Jeffrey Rusin
Jun 29, 20233 min read
Why RIAs are Switching to Wealthbox for Their CRM and How It's Easy to Make the Change
A notable shift has been observed as RIAs are turning to Wealthbox as their preferred Customer Relationship Management (CRM) solution.
Jeffrey Rusin
Jun 23, 20232 min read
I'm a new RIA. Redtail or Wealthbox?
While both Redtail and Wealthbox are popular CRM options in the financial industry, each has its own strengths and considerations. Ultimatel
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